Executive Assistant
Core
Trusted right-hand partner to the founder managing complex priorities, client interactions, and strategic initiatives in a regulated financial services environment.
Role type
Executive Assistant (path to Chief of Staff)
Builds
Client experiences, operational workflows, and leadership support
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Executive presence, calendar management, client account management, Salesforce proficiency, Microsoft Office, compliance workflow management, strategic project coordination, confidential information handling
Preferred skills
Finance/legal/private equity background, FINRA/SEC regulatory experience, wealth management or family office experience, Chief of Staff/operations exposure
Technologies
Salesforce, Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
Act as founder's primary point of contact and right-hand partner; Represent the company in client-facing interactions with ultra-high-net-worth individuals; Manage complex calendars, travel, meetings, and correspondence; Oversee client and business account management in Salesforce; Prepare polished presentations, reports, and briefing materials; Support compliance-conscious workflows; Coordinate cross-functional projects; Handle sensitive and confidential information with integrity.
Seniority
Mid-Senior, hands-on IC with growth path